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Financial Modeling Consulting Services

Would you like to foresee the financial future of your small business before it happens? Working with Small Business Financial Intelligence is like having a personal consultant who builds custom financial models to forecast your company's financial performance and project outcomes.

The better you understand current and future financial possibilities, the more informed business decisions you can make. Let’s work together to help your business achieve its goals and reach its financial potential.

Meet Michael Dorsey

With over 30 years of financial analysis experience, Michael Dorsey is your partner for plotting your company’s economic future. Michael is here to help you understand and process your company’s financial models, offering customized, one-on-one consulting to set you up for success.

  • Knows Your Business’s True Value
  • Honest & Reliable Evaluations
  • Over 30 Years of Financial Analysis Experience
  • Helps You Plan for the Future

Our Financial Modeling Process

Initial Meeting

Get answers to all your questions when it comes to our financial modeling services! We’re here to help you understand exactly how our electronic spreadsheets are modeled based on your financial situation and future goals.

Discovery Discussion

We’ll review all aspects of your company to create an accurate financial model tailored to your business. From analyzing your current financial situation to assessing all your future objectives and goals, no stone is unturned.

Further Discovery

We’ll conduct weekly meetings with you to sift through your company’s financial data and operations. All business drivers are uncovered and reviewed based on how you see your business currently and in the future. Primary and secondary drivers are owner determined and installed in the model as levers.

Model Delivery

The iterative and collaborative discovery discussions that identified all primary and secondary drivers will culminate in a final meeting where the delivery, explanation, and documentation of a customized Decision Tool will take place. The levers can be pulled to model infinite current and future business scenarios, thereby improving business decision making.

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What Our Clients Say

Financial Tips & Topics

Small Business Financial Intelligence Presents: Integrating Models With Business Strategy

Small Business Financial Intelligence is here to help you integrate financial models into your small business strategy. Read on to discover insights on alignment, scenario planning, and adapting to change!

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The Impact of Macroeconomic Variables On Financial Modeling

Discover how macroeconomic variables like interest rates, inflation, and exchange rates impact financial modeling for small businesses. Read this blog to learn expert strategies to refine your projections and thrive in any economic climate!
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